Catholic Medical Center Pension Plan
Sponsored by Catholic Healthcare Trust · EIN 020315693 · Plan #005
- Total assets
- $243M
- Net assets
- $243M
- Active participants
- 0
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| New England Private Wealth Advisors, Llc CRD 133790 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Mgmt Trust Co | Contract administrator, Recordkeeping, Consulting (pension) | $304,045 |
| Fid Inv Inst Ops Co | Actuarial, Direct payment from the plan | $74,986 |
| Marathon International | Investment advisory (plan) | $54,161 |
| New England Private Wealth Advisors | Investment advisory (plan) | $25,125 |